At LifePoint Wealth Management, Inc., our family office works as your Personal CFO, committed to building, managing and preserving the wealth of our clients. We believe that personalized service is essential when matching clients with premiere financial security products and services. Our relationship-driven approach provides unparalleled concierge service to create a financial blueprint tailored specifically for you. Individual portfolios are based on your unique situation, your attitudes, preferences and goals. By becoming your partner in fostering the future you desire, we actively assist in pursuing your dreams and aspirations, help and work to protect your family and solidify your legacy.
The team at LifePoint Wealth Management, Inc. is committed to providing a superior level of service with the highest level of integrity and professionalism to enhance and enrich our client’s total quality of life.